Our Team

Tim Barrett

  • Partner, Portfolio Manager
  • Wealth Management
  • San Francisco

Tim Barrett is a Partner and Portfolio Manager in the San Francisco office of Evercore Wealth Management, serving West Coast families, foundations and endowments. He has over 20 years of investment experience.

Mr. Barrett joined the firm in 2012, following the acquisition of Mt. Eden Investment Advisors, which he joined in 2004 as a founding partner. Previously, Tim was a portfolio manager at Weiss, Peck & Greer and, earlier, the director of research at Sand Hill Advisors and a research analyst at Verissimo Research & Management.

Mr. Barrett received two B.A. degrees from UC Berkeley, in Political Economy and German, and a Masters in International Affairs and Finance from UC San Diego. He holds the Chartered Financial Analyst designation, as well as the Accredited Investment Fiduciary designation. He is a member of the CFA Institute and the CFA Society San Francisco.